Alexandra Forest is a CFP® and holds a Series 66 license with 10 years of industry experience. She currently works at 44 North Capital, LLC and has previously been associated with firms including Bank of America, Merrill, and Mass Mutual. 44 North Capital manages approximately $125 million across several hundred client accounts, serving individuals, trusts, estates, retirement plans, and institutional clients. The firm employs a discretionary investment management approach that integrates fundamental, macroeconomic, and technical analysis across multiple asset classes with ongoing portfolio monitoring and integrated financial planning.

Jonathan Landry is a CFP® and Series 66 registered financial advisor at 44 North Capital, LLC with 14 years of industry experience. He previously worked at Bank of America, N.A. and Merrill Lynch from 2011 to 2023. 44 North Capital manages approximately $125 million across several hundred client accounts, serving individuals, trusts, estates, retirement plans, and institutional clients. The firm provides discretionary investment management and financial planning, using a combination of fundamental, macroeconomic, and technical analysis alongside active and passive strategies.